Joel Phillippi, financial advisor Eden Prairie MN

Joel Phillippi

CRD Number: 362433
Current Firm: Valley View Management Company, LLC

Joel Phillippi (CRD# 362433) is an Investment Advisor Representative working at Valley View Management Company, LLC in Eden Prairie, MN and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Valley View Management, LLC Eden Prairie, MN Feb 2003 - Current 19
Joel J Phillippi Attorney At Law Eden Prairie, MN Oct 1997 - Current 24
Phillippi & Assoc. Inc. Eden Priairie, MN Jun 1980 - Current 42
Retirement Data Services Inc. Minneapolis, MN Jun 1979 - Dec 2018 39
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 1995
S63 Uniform Securities State Law Examination Mar 1983
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Joel J. Phillippi
Phone Number: 952-941-7101
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    17
    MILLIONS
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $1,587,539
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MN, TX

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